Apple Inc.
AAPL- Exchange
- Nasdaq
- Industry
- Electronic Computers
- SEC CIK
- 0000320193
In the last 90 days, Apple Inc. insiders filed 0 open-market purchases and 7 sales; 6,149 institutions reported holding it in 13F filings for Q2 2026, worth $2.80T in total; 11 superinvestors hold it, including Berkshire Hathaway and H&H International Investment.
13F holders, Q1 2026
Institutional positions in Apple Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 6,134
- +105 vs. Q4 2025
- Shares held
- 9.49B
- +1.53B (+19.2%) vs. Q4 2025
- Total value
- $2.40T
- +$237.2B (+11.0%) vs. Q4 2025
- New holders
- 207
- 2,433 more added
- Sold out
- 102
- 3,085 more reduced
101 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAPL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paller Financial Services Inc | 1,767 | $448.4K | 0.37% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 1,770 | $449.2K | 0.40% | +22+1.3% | Added |
| Fairman Group, LLC | 1,770 | $449.3K | 0.38% | −190−9.7% | Reduced |
| Triune Financial Partners, LLC | 1,772 | $449.8K | 0.11% | +1+0.1% | Added |
| Boyer Financial Services, Inc. | 1,780 | $451.7K | 0.48% | −675−27.5% | Reduced |
| Crown Oak Advisors, LLC | 1,785 | $453.0K | 0.23% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 1,799 | $456.6K | 0.37% | −40−2.2% | Reduced |
| AREX Capital Management, LP | 1,800 | $456.8K | 0.75% | +1,800 | New |
| Calder Financial LLC | 1,791 | $457.9K | 0.45% | −516−22.4% | Reduced |
| Axim Planning & Wealth | 1,809 | $459.1K | 0.56% | −527−22.6% | Reduced |
| Financial Counselors Inc | 1,814 | $460.4K | 0.65% | −85−4.5% | Reduced |
| Insight Financial Services | 1,816 | $461.0K | 0.24% | +47+2.7% | Added |
| Luminvest Wealth Management LLC | 1,770 | $461.9K | 0.12% | +72+4.2% | Added |
| Ironwood Investment Management LLC | 1,836 | $466.0K | 0.19% | 00.0% | Unchanged |
| SigFig Wealth Management, LLC | 1,838 | $466.5K | 0.01% | +8+0.4% | Added |
| American Wealth Advisors, LLC | 1,841 | $467.2K | 0.49% | +2+0.1% | Added |
| Jacobson & Schmitt Advisors, LLC | 1,848 | $469.0K | 0.09% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 1,864 | $473.0K | 0.36% | +1,864 | New |
| Strategic Financial Group, LLC | 1,871 | $474.8K | 0.49% | +1,871 | New |
| Dean, Jacobson Financial Services, LLC | 1,871 | $474.8K | 0.29% | −1,100−37.0% | Reduced |
| Demming Financial Services Corp | 1,872 | $475.3K | 0.35% | −185−9.0% | Reduced |
| Twin City Private Wealth, LLC | 1,879 | $476.9K | 0.36% | −4−0.2% | Reduced |
| Turning Point Benefit Group, Inc. | 2,029 | $477.4K | 0.30% | +160+8.6% | Added |
| Brooktree Capital Management | 1,882 | $477.6K | 0.38% | −293−13.5% | Reduced |
| OakTrust Wealth Advisors, LLC | 1,884 | $478.4K | 0.44% | −49−2.5% | Reduced |
| Coerente Capital Management | 1,895 | $480.9K | 0.09% | −90−4.5% | Reduced |
| Wilsey Asset Management Inc | 1,896 | $481.2K | 0.08% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 1,903 | $483.0K | 0.37% | 00.0% | Unchanged |
| Envision Financial Planning, LLC | 1,907 | $484.0K | 0.18% | +33+1.8% | Added |
| Integrated Wealthcare, LLC | 1,908 | $484.2K | 0.41% | −21−1.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 1,908 | $484.2K | 0.05% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 1,908 | $484.2K | 0.05% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1,918 | $486.5K | 0.43% | +1,918 | New |
| Pacific Wealth Management | 1,922 | $487.8K | 0.26% | −304−13.7% | Reduced |
| Graetz Wealth LLC | 1,923 | $487.9K | 0.44% | +83+4.5% | Added |
| Willow Financial LLC | 1,926 | $488.8K | 0.50% | +13+0.7% | Added |
| Orcam Financial Group | 1,933 | $490.5K | 0.35% | −279−12.6% | Reduced |
| High Point Wealth Management, LLC | 1,944 | $493.3K | 0.48% | +2+0.1% | Added |
| KMT Wealth Management, LLC | 1,949 | $494.6K | 0.27% | −350−15.2% | Reduced |
| Jordan Park Trust Co LLC | 1,955 | $496.2K | 0.38% | +9+0.5% | Added |
| Leverty Financial Group, LLC | 1,970 | $500.0K | 0.11% | +632+47.2% | Added |
| FLP Wealth Management, LLC | 1,972 | $500.6K | 1.03% | +152+8.4% | Added |
| SIMA Wealth Partners, LLC | 1,973 | $500.7K | 0.38% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,974 | $501.0K | 0.90% | −280−12.4% | Reduced |
| Prossimo Advisors, LLC | 1,976 | $501.5K | 3.05% | −856−30.2% | Reduced |
| Theory Financial LLC | 1,978 | $502.0K | 0.18% | 00.0% | Unchanged |
| Semitam Bonam LLC | 1,978 | $502.1K | 0.41% | −135−6.4% | Reduced |
| Carolina Wealth Advisors, LLC | 1,983 | $503.3K | 0.21% | −4,569−69.7% | Reduced |
| Yanni & Associates Investment Advisors, LLC | 1,985 | $503.9K | 0.52% | −12−0.6% | Reduced |
| Standard Family Office LLC | 1,996 | $506.6K | 0.52% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 2,000 | $507.6K | 0.57% | −9,000−81.8% | Reduced |
| Stewardship Concepts Financial Services LLC | 2,000 | $507.6K | 0.40% | +490+32.5% | Added |
| Benchmark Financial, LLC | 2,009 | $509.9K | 0.46% | 00.0% | Unchanged |
| American Investment Services, Inc. | 2,010 | $510.0K | 0.11% | −18−0.9% | Reduced |
| Mittelman Wealth Management | 2,013 | $510.9K | 0.32% | +623+44.8% | Added |
| Moody Aldrich Partners LLC | 2,026 | $514.2K | 0.09% | −14−0.7% | Reduced |
| Sugar Maple Asset Management, LLC | 2,029 | $514.9K | 0.31% | +40+2.0% | Added |
| Aspect Partners, LLC | 2,029 | $514.9K | 0.21% | +54+2.7% | Added |
| Livet Wealth, LLC | 2,032 | $515.7K | 0.33% | +467+29.8% | Added |
| Nvest Wealth Strategies, Inc. | 2,033 | $515.9K | 0.36% | −72−3.4% | Reduced |
| Stolz & Associates, PS | 1,977 | $520.7K | 0.36% | −1,457−42.4% | Reduced |
| Cadence Wealth Management LLC | 2,055 | $521.5K | 0.22% | −39−1.9% | Reduced |
| Marmo Financial Group, LLC | 2,065 | $524.1K | 0.26% | +83+4.2% | Added |
| Pacific Park Financial, Inc. | 2,066 | $524.3K | 0.34% | −44−2.1% | Reduced |
| 6th Street Advisors, LLC | 2,077 | $527.1K | 0.33% | +2,077 | New |
| NorthLanding Financial Partners, LLC | 2,081 | $528.1K | 0.43% | +10.0% | Added |
| Ridgeline Wealth, LLC | 2,082 | $528.4K | 0.38% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 2,083 | $528.6K | 0.26% | +2,083 | New |
| Hassell Wealth Management, LLC | 2,084 | $529.0K | 0.18% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 2,097 | $532.2K | 0.30% | +2+0.1% | Added |
| Bulwark Capital Corp | 2,100 | $533.0K | 0.33% | −78−3.6% | Reduced |
| Optimus Capital Advisors, LLC | 2,118 | $537.5K | 0.32% | +229+12.1% | Added |
| BCR Wealth Strategies, LLC | 2,131 | $540.0K | 0.17% | −200−8.6% | Reduced |
| Dahring | Cusmano LLC | 2,131 | $540.9K | 0.33% | +2+0.1% | Added |
| Purewater Capital LLC | 2,133 | $541.3K | 0.52% | +2,133 | New |
| Redstone Wealth Management, LLC | 2,139 | $542.9K | 0.43% | −30−1.4% | Reduced |
| Poinciana Advisors Group, LLC | 2,147 | $544.9K | 0.43% | −25−1.2% | Reduced |
| nVerses Capital, LLC | 2,154 | $546.7K | 0.50% | +2,154 | New |
| Martel Wealth Advisors Inc | 2,159 | $547.9K | 0.09% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 2,160 | $548.2K | 0.05% | −571−20.9% | Reduced |
| Curat Global, LLC | 2,168 | $550.2K | 0.54% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 2,174 | $551.8K | 3.01% | −17,263−88.8% | Reduced |
| swisspartners Advisors Ltd | 2,188 | $552.2K | 0.35% | 00.0% | Unchanged |
| Fundsmith Investment Services Ltd. | 2,183 | $554.0K | 0.01% | +1,578+260.8% | Added |
| F&V Capital Management, LLC | 2,189 | $556.0K | 0.12% | −100−4.4% | Reduced |
| Louisbourg Investments Inc. | 2,640 | $562.4K | 0.11% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 2,224 | $564.4K | 0.11% | +2,224 | New |
| Scratch Capital LLC | 2,237 | $567.8K | 0.33% | +78+3.6% | Added |
| Lauer Wealth, LLC | 2,198 | $569.1K | 0.46% | +170+8.4% | Added |
| Accordant Advisory Group Inc | 2,249 | $570.8K | 0.35% | +545+32.0% | Added |
| Downshift Financial, LLC | 2,113 | $570.9K | 0.30% | +402+23.5% | Added |
| Bedminster, LLC | 2,254 | $572.2K | 0.53% | −80−3.4% | Reduced |
| Inlight Wealth Management, LLC | 2,261 | $573.9K | 0.21% | +11+0.5% | Added |
| Rice Hall James & Associates, LLC | 2,265 | $574.8K | 0.03% | −120−5.0% | Reduced |
| Mandatum Life Insurance Co Ltd | 2,267 | $575.3K | 0.13% | −215−8.7% | Reduced |
| Troutman Wealth Management, LLC | 2,277 | $577.9K | 0.48% | −17−0.7% | Reduced |
| Layline Advisors, LLC | 2,295 | $582.4K | 0.65% | +2,295 | New |
| VERITY Wealth Advisors | 2,318 | $588.3K | 0.39% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 2,273 | $588.6K | 0.30% | +1,201+112.0% | Added |
| John W. Brooker & Co., CPAs | 2,322 | $589.4K | 0.93% | +1,036+80.6% | Added |